Since Level One’s establishment in 2004, we have built lasting relationships with a diverse range of loyal clients. Our clients have come to expect and appreciate the high level of service we afford them in all areas of taxation, business and financial planning advice.
We believe we must act in our client’s best interest first, serve the interests of our profession second and ourselves last. This philosophy may seem very selfless and perhaps counter intuitive to running a successful business, but it is our philosophy and it works.
We have a conservative approach to investing and always act in your best interests. Careful consideration of your individual needs and objectives is undertaken before any investment recommendations are made. This is how we ensure that your investment portfolio – your legacy – is invested appropriately to benefit you and help you achieve your financial goals.
The main purpose of this document is to ensure you are given adequate information about the financial services being offered. It contains information about the services we offer you, how we are paid, any potential conflict of interest we may have, our internal and external dispute resolution procedures and how you can access them.
Level One Chartered Accountants & Financial Planners is a dual practice based in Wollongong with a core focus of providing high quality professional services to a long term diverse and loyal client base which has grown steadily over the years.